Elite 401(k) Plan
Sponsored by Ballew Wealth Management, Inc. · EIN 364300994 · Plan #003
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 249
- With balances
- 201
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ballew Advisors Inc CRD 110522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ballew Advisors | Investment advisory (plan) | $39,359 |
| Mwg Retirement Plan Services | Recordkeeping | $9,024 |